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Caldwell Trust Co

All holdings · as of Dec 31, 2025

754 positions

CompanyClassValueShares% of portfolio
OSHKOSH CORP—$42.0K3340.0%
XCEL ENERGY INC—$42.0K5690.0%
TE Connectivity PLC—$42.3K1860.0%
Dell Technologies Inc.—$42.8K3400.0%
Energy Transfer LPETMLP$43.3K2,6270.0%
Xylem Inc.—$43.6K3200.0%
SPDR SERIES TRUST—$43.9K7580.0%
SPDR SERIES TRUST—$44.2K4500.0%
INVESCO EXCH TRD SLF IDX FD—$44.3K2,2450.0%
ROYAL GOLD INC—$44.5K2000.0%
ADAMS DIVERSIFIED EQUITY FUND, INC.ADXClosed-End Fund$44.9K1,9260.0%
Zscaler, Inc.—$45.0K2000.0%
Waste Connections Inc—$46.3K2640.0%
FIDELITY COVINGTON TRUST—$46.6K6000.0%
Veralto Corp—$47.2K4730.0%
FIRST MERCHANTS CORP—$48.7K1,3000.0%
Amcor PLC—$48.8K5,8560.0%
ATMOS ENERGY CORP—$49.5K2950.0%
Cheniere Energy, Inc.—$50.0K2570.0%
CVS HEALTH Corp—$50.0K6300.0%
TRACTOR SUPPLY CO /DE—$50.0K1,0000.0%
GARTNER INC—$50.5K2000.0%
WHEATON PRECIOUS METALS CORP—$50.5K4300.0%
JOHN HANCOCK EXCHANGE TRADED—$51.1K7800.0%
J M SMUCKER Co—$51.4K5250.0%
IDEXX LABORATORIES INC /DE—$51.4K760.0%
CF Industries Holdings Inc—$51.5K6660.0%
Cencora Inc—$52.0K1540.0%
NORTHERN TRUST CORP—$52.0K3810.0%
FREEPORT-MCMORAN INC—$52.1K1,0250.0%
Block, Inc.—$52.1K8000.0%
CINCINNATI FINANCIAL CORP—$52.3K3200.0%
TORONTO DOMINION BK ONT—$52.8K5600.0%
Booking Holdings Inc—$53.6K100.0%
RELIANCE, INC.—$53.7K1860.0%
ZEBRA TECHNOLOGIES CORP—$54.4K2240.0%
WELLS FARGO CO NEW—$54.5K450.0%
BANCROFT FUND LTDBCVClosed-End Fund$54.8K2,4790.0%
Fortune Brands Innovations, Inc.—$54.8K1,0960.0%
ARROW ELECTRONICS, INC.—$55.1K5000.0%
ASHLAND INC.—$56.1K9560.0%
WISDOMTREE TR—$56.8K1,3040.0%
SEACOAST BANKING CORP OF FLORIDA—$57.5K1,8290.0%
SouthState Bank CorpSSBCommon Stock$58.4K6210.0%
DBX ETF TR—$60.1K1,2500.0%
Iron Mountain Inc—$60.1K7250.0%
KINDER MORGAN, INC.—$60.1K2,1880.0%
INDEPENDENCE REALTY TRUST, INC.—$60.3K3,4520.0%
Chubb Ltd—$60.6K1940.0%
Worthington Steel, Inc.—$60.7K1,7520.0%
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